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Employer Resources

Check out these valuable resources to help you manage tax filing, identity protection, and other essential tools for your business.

Blog: News & Insights

Paying Your Children Through Your Practice: Tax Benefits for New Jersey Dentists

Paying Your Children Through Your Practice: Tax Benefits for New Jersey Dentists

Running a dental practice means juggling patient care, staff management, and a long list of financial decisions, and one strategy many dentists overlook is putting their own children on the payroll. If you have kids who help out around the office, whether that’s filing paperwork, managing social media, or answering phones after school, paying them […]
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How to Structure a Dental Partnership in New York Without Future Conflict

How to Structure a Dental Partnership in New York Without Future Conflict

Two dentists deciding to join forces and open a practice together often picture the upside: shared patients, shared overhead, and a built-in colleague to bounce decisions off of. What gets less attention in that early excitement is the paperwork that determines what happens when one partner wants to work fewer days, retire early, or simply […]
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What Is a Healthy Operating Profit Margin for Dentists in Connecticut?

What Is a Healthy Operating Profit Margin for Dentists in Connecticut?

Every dentist wants a busy schedule and a full patient roster, but a packed appointment book does not always translate into a healthy bottom line. Two practices can bring in nearly identical revenue and end the year with very different profits, and the difference almost always comes down to how well overhead is managed. Knowing […]
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DSO vs. Independent Practice: What Dentists in New Jersey Need to Know

DSO vs. Independent Practice: What Dentists in New Jersey Need to Know

A DSO offer can arrive at almost any point in a dental career, sometimes solicited and sometimes completely out of the blue, and the number attached to it can make walking away feel unthinkable. But the number on the offer letter is only one piece of a much bigger decision, one that touches your income, […]
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How to Handle a Dental Practice Audit in Connecticut: What to Expect

How to Handle a Dental Practice Audit in Connecticut: What to Expect

Few pieces of mail cause more immediate anxiety for a dental practice owner than a letter from the IRS or Connecticut’s Department of Revenue Services announcing an audit. The instinct to panic is understandable, but an audit is rarely a sign that something has gone terribly wrong, and how a practice responds in the days […]
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How Much Should Dentists in New York Be Saving Each Year? A Financial Planning Guide

How Much Should Dentists in New York Be Saving Each Year? A Financial Planning Guide

Most dentists can tell you their production numbers for the month without hesitating, yet ask the same dentist how much of that production actually needs to end up in savings each year, and the answer is usually a shrug. That gap between knowing your revenue and knowing your target is where a lot of otherwise […]
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Should You Accelerate Student Loan Repayment as a Dentist in Pennsylvania?

Should You Accelerate Student Loan Repayment as a Dentist in Pennsylvania?

Carrying six figures of student loan debt into a career that also requires you to fund a practice, manage payroll, and build personal wealth is one of the most underappreciated financial pressures in dentistry. According to the American Dental Education Association, the average educational debt for indebted dental school graduates of the Class of 2025 […]
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What Receipts Should Dentists in Pennsylvania Keep for Tax Compliance?

What Receipts Should Dentists in Pennsylvania Keep for Tax Compliance?

An IRS audit does not announce itself months in advance, and the practices with the most to lose are the ones that have been running on informal systems, scanning receipts into a folder with no structure, or assuming their accountant has everything covered without ever confirming it. For dental practice owners in Pennsylvania, the stakes […]
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Buying a Dental Practice in Pennsylvania: What You Need to Evaluate First

Buying a Dental Practice in Pennsylvania: What You Need to Evaluate First

Buying a Dental Practice in Pennsylvania: What You Need to Evaluate First Buying a dental practice is one of the most significant financial decisions a dentist will make, and the practices that create the most problems for buyers tend to be the ones that looked the most straightforward on the surface. A strong patient count, […]
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Year-End Tax Strategies for Dentists in New York: Equipment Purchases & Deductions

Year-End Tax Strategies for Dentists in New York: Equipment Purchases & Deductions

The final months of the calendar year are when the gap between a reactive tax approach and a planned one becomes most expensive. For dental practice owners in New York, the decisions made between October and December carry real consequences: how much income is deferred, which equipment is placed in service, how compensation is structured, […]
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